Need Help: Time Reporting PDF
I wanted to see if anyone can share some best practices on time reporting. I have a client where we are doing some retainer work. I want to log all of the work in ClickUp and easily produce a report like the timecard view that I can filter to just the client's work and generate a PDF that shows the task, any detailed notes we added and the hours and ideally a total. In a perfect world, I'd be able to automate the PDF creation in some way natively and send to a client via email automatically on a schedule.
I don't see an easy way to do this in ClickUp and a lot of the things I find talk about people using external systems like Clockify or Toggl because ClickUp lacks the reporting capabilities. I did look at Clockify and I can produce the report I’m looking for, but I’d much rather keep everything in ClickUp.
I'd appreciate any tips and approaches to making something like this work.
I'm attaching a screenshot so you can see the level of detail I'm looking to get in the view (time entry comments and hours). It doesn’t even have to show the days the time was charged in this way.